Boulay

• ESOP ESOP Feasibility Study ESOP Plan Design ESOP Administration ESOP Repurchase Obligation
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• Tax Business Tax Advisory State and Local Tax (SALT) Services Tax Optimization
• State and Local Tax (SALT) Services
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• Personal Financial Planning Business Succession Charitable Planning Divorce Financial Services Estate and Trust Insurance Strategies Retirement Planning Tax Optimization
• Investment Management Tax Optimization
• Family Wealth Business Succession Charitable Planning Estate and Trust Family Office Individual Investment Management Tax Optimization Trustee Support Wealth Transfer
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HELPING YOU GET THERE

TRUSTED FINANCIAL ADVISORS SINCE 1934

We focus on understanding your business to model scenarios and make personalized recommendations

At Boulay, our seasoned experts work closely with individuals, businesses, and public organizations to provide the most in-depth accounting, audit, tax, and financial consulting in the industry

We combine our expertise in investment management and tax optimization with our wealth management services to answer key questions from our clients, so they can achieve their unique goals

LATEST INSIGHTS FROM THE INDUSTRY

Considering an ESOP for Your Business Succession Strategy? Key Questions for Business Owners

As the owner of a successful privately held business, you’ve worked hard to get to where you are When it comes time to make plans for your future and that of your business, there’s a lot at stake Determining the right business succession strategy requires complex decision-making, careful analysis and good advice The needs of multiple …

Estate Planning: Where to Start and What to Expect

Estate planning can be a daunting task, one that some people avoid their whole life leaving their surviving family to wonder what their wishes might have been Having your estate documents prepared and executed, creating a list of your assets and liabilities, assessing your goals, and selecting an executor are significant steps in the planning …

Understanding Qualified Terminable Interest Property (QTIP) Trusts

What is a Qualified Terminable Interest Property (QTIP) Trust? A QTIP trust can be created during life or upon death of a grantor (creator of the trust) with the intent to provide for their spouse, or surviving spouse, but also to maintain control of how the trust’s assets are distributed after the surviving spouse’s death …

Boulay to Relocate and Expand Downtown Minneapolis Office

Boulay is set to relocate its second-largest office to a new location in downtown Minneapolis, MN Design for the new office has already begun, with move-in scheduled for February 2023 The new office will be on the 18th floor of the Fifth Street Towers, located at 100 South 5th Street, Suite 1825, Minneapolis, MN 55402 “The …